dbt Labs vs Cognite
Side-by-side comparison of AI visibility scores, market position, and capabilities
Analytics engineering company that created dbt and established the discipline as a category; Oct 2025 all-stock merger with Fivetran announced; acquired SDF Jan 2025;
About
dbt Labs is a data transformation and analytics engineering company founded in 2016 and headquartered in Philadelphia, Pennsylvania, that created dbt (data build tool) — the open-source framework that established analytics engineering as a discipline and became the de facto standard for transforming raw data in the modern data warehouse. The company was founded by Tristan Handy, Drew Banin, and Connor McArthur with the conviction that data analysts should have the same software engineering workflows — version control, testing, documentation, modularity — that application engineers take for granted. dbt brought those practices to SQL-based data transformation, enabling data teams to build reliable, maintainable data pipelines.\n\nThe dbt product ecosystem includes dbt Core (the open-source transformation framework), dbt Cloud (the managed development and deployment platform), dbt Explorer (data lineage and documentation), and a growing set of features for data governance and collaboration. In January 2025, dbt Labs acquired SDF Labs, a high-performance SQL compilation and semantic layer technology, deepening its capabilities in query planning and column-level lineage. dbt integrates natively with major cloud data warehouses including Snowflake, Databricks, BigQuery, and Redshift, and sits at the center of the modern data stack alongside ingestion tools like Fivetran and orchestration platforms like Airflow.\n\nIn October 2025, dbt Labs announced an all-stock merger with Fivetran, a combination that would unite the leading data ingestion and transformation layers of the modern data stack under one company. dbt Core's open-source community spans hundreds of thousands of data practitioners globally, and dbt Cloud serves thousands of paying enterprise customers. The merger, if completed, would create a dominant end-to-end data pipeline company and redefine the competitive landscape in the modern data stack market.
Cognite is the leader in industrial DataOps and AI, exceeding $170M ARR in FY2025; raised $150M Series B in March 2026 and named IDC MarketScape Leader for Worldwide Industrial DataOps Platforms.
About
Cognite is a Norwegian industrial software company that provides an AI-native data platform purpose-built for asset-heavy industries such as energy, manufacturing, and utilities. Founded in 2016 as a spinout from Aker ASA, Cognite Data Fusion (CDF) integrates data from OT systems (SCADA, historians, sensors), IT systems (ERP, MES), and engineering data sources into a unified industrial knowledge graph that enables AI-driven decision-making at scale. The platform helps operators reduce unplanned downtime, optimize maintenance schedules, improve energy efficiency, and accelerate digital transformation across complex industrial assets.
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